MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
Financial Planning
September 1, 2006
Scott A. Leonard
The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it. mark for My Articles similar articles
Financial Planning
November 1, 2005
Donald Jay Korn
Leaning Toward Lockstep Correlations between U.S. and foreign markets are increasing, but adherents insist that foreign investing can still reduce risk. mark for My Articles similar articles
The Motley Fool
January 13, 2007
Doug Short
Beating the S&P 500 If your portfolio gained less than 15.8% last year, perhaps it's time to think outside the box. mark for My Articles similar articles
Financial Planning
November 1, 2006
Mark Thurston
Alive and Well Naysayers may be down on international stocks, but they remain an important part of a diversified portfolio strategy. mark for My Articles similar articles
Financial Planning
September 1, 2009
Craig L. Israelsen
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios. mark for My Articles similar articles
Financial Advisor
October 2005
David Reilly
Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note. mark for My Articles similar articles
Financial Planning
September 1, 2009
Geoff Considine
Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide. mark for My Articles similar articles
Registered Rep.
March 1, 2008
Stan Luxenberg
To Heck With Modern Portfolio Theory Are investors overdoing their foreign exposure? No, according to a growing number of financial advisors, who urge investors to put 30 percent to 50 percent of assets abroad. mark for My Articles similar articles
Financial Planning
July 1, 2012
Craig L. Israelsen
Material World The natural resources mutual fund sector has a number of attractions, but one characteristic that is probably not immediately evident to many investors is that these funds do not correlate closely with broad stock indexes. This, it turns out, is a valuable feature. mark for My Articles similar articles
Financial Planning
August 1, 2006
Scott A. Leonard
The Dogs of the Dogs Should you be buying the worst of the worst for your clients? To get the most out of academic research, and to take full advantage of the added returns offered by value stocks, the easy conclusion is that when it comes to value, more is better. mark for My Articles similar articles
Financial Advisor
November 2006
Eric Uhlfelder
Foraging For Funds Abroad Here's what to consider when selecting international funds for your financial advisory clients. mark for My Articles similar articles
Investment Advisor
January 2006
Callahan & Howard
Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand. mark for My Articles similar articles
The Motley Fool
March 4, 2008
Todd Wenning
Stocks Worth Searching For These gems aren't easy to find, but they're worth the struggle. mark for My Articles similar articles
The Motley Fool
January 20, 2006
Doug Short
Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth. mark for My Articles similar articles
On Wall Street
October 1, 2013
Jeff Tjornehoj
Are Alts Making the Grade? The most recent crop of alt fund contenders are performing like a classroom full of underachievers. mark for My Articles similar articles
Real Estate Portfolio
Nov/Dec 2004
Christopher M. Wright
Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios. mark for My Articles similar articles
Investment Advisor
January 2008
Kathleen M. McBride
Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes. mark for My Articles similar articles
Financial Planning
November 1, 2010
Roddy Marino
Investors Without Borders How many of your clients benefited from these rallies in far away places? If you think your clients are content to be invested only in domestic securities, think again. mark for My Articles similar articles
Financial Planning
April 1, 2008
Craig L. Israelsen
Seeking Stability Building a tough, strong, resilient and stable retirement portfolio is, very simply, what every retiree wants to do. What is the optimum allocation model to sustain this stability for clients? mark for My Articles similar articles
The Motley Fool
November 2, 2006
Dan Caplinger
Compound Your Diversification By being aware of the benefits of diversification, you can ensure that you take the necessary steps to protect yourself and minimize the risks that you face as an investor. mark for My Articles similar articles
Real Estate Portfolio
Sep/Oct 2002
Jack McAllister
After the Fall Companies are not waiting for Congress to act; instead leading firms are fixing their 401(k) plans... and real estate stocks are part of the solution. mark for My Articles similar articles
Investment Advisor
January 2006
Kathleen M. McBride
Silk Purses Medal winning fund managers in 2005 drilled for returns and explored overseas. The best performing fund in any of S&P's categories for 2005 is the BlackRock Global Resources Portfolio/Institutional. mark for My Articles similar articles
Real Estate Portfolio
Jul/Aug 2007
Erin Corcoran
Shining Stars New research helps drive home a simple fact: when it comes to delivering performance, stability, and portfolio diversification, no part of the stock market even comes close to REITs. mark for My Articles similar articles
Financial Advisor
August 2009
Craig L. Israelsen
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified. mark for My Articles similar articles
The Motley Fool
December 7, 2010
Michael Johnston
ETFs for the Forgotten Asset Classes Is this all-ETF portfolio well-rounded enough? mark for My Articles similar articles
Financial Planning
September 1, 2005
Horn & Sturiale
Do Your Investments Play Nice? Advisers and consultants spend a great deal of time helping retirement plan clients construct investment portfolios. Here's a quantitative look at diversification using the Schwab Portfolio Diversification Measure. mark for My Articles similar articles
Investment Advisor
January 2010
James Damschroder
Delivering Diversification An approach that parses diversification from the rubric of risk gives advisors a new element of control. mark for My Articles similar articles
Financial Planning
March 1, 2010
Craig L. Israelsen
A Yale Tale The venerable Yale Endowment Fund serves as a performance benchmark for pension managers, endowment fund managers and money managers. mark for My Articles similar articles
The Motley Fool
June 23, 2005
Nathan Slaughter
Take Your Portfolio on Vacation Even the most ardent patriot should consider non-American stocks. Many investors have been conditioned to fear anything that exists beyond their borders. Sometimes, though, you may actually like what you find. mark for My Articles similar articles
Financial Advisor
September 2009
Raymond Fazzi
A Small Risk Conventional wisdom says small caps are riskier than their large-cap counterparts, but they remain a basic building block in retirement portfolios. mark for My Articles similar articles
Financial Planning
June 1, 2005
Craig L. Israelsen
Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market. mark for My Articles similar articles
Financial Planning
October 1, 2011
Craig L. Israelsen
Multiply Returns by Dividing Gaining exposure to U.S. stocks by using three equally weighted index funds produced better performance than a single mega-market index fund during the Lost Decade of 2001 to 2010. mark for My Articles similar articles
Financial Planning
October 2, 2007
Craig L. Israelsen
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you. mark for My Articles similar articles
The Motley Fool
July 9, 2010
The 5-Minute Guide to Allocating Your Assets How to choose between stocks and bonds, small caps and large caps ... our Rule Your Retirement team created these three model portfolios, which you can use as a starting point for cooking your own investment soup. mark for My Articles similar articles
Financial Planning
March 1, 2005
Israelsen & Clement
Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004. mark for My Articles similar articles
Financial Planning
October 1, 2010
Craig L. Israelsen
Lost-and Found A well-diversified portfolio would have protected investors during the "Lost Decade" between 2000 and 2009. mark for My Articles similar articles
Financial Planning
December 1, 2006
Carpenter & Veres
Rethinking the World Global economic changes are demanding a more sophisticated evaluation of your financial advisory clients' portfolio allocations. mark for My Articles similar articles
Investment Advisor
March 2008
Robert F. Keane
Slow and Steady Wins the Race A profile of Ian Yankwitt, whose Tortoise Asset Management isn't for clients looking to make a quick buck, but for those willing to take their time and do it right, it can get them to the finish line in style. mark for My Articles similar articles
On Wall Street
February 1, 2013
Matthew Lemieux
Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals. mark for My Articles similar articles
Financial Advisor
August 2009
Marla Brill
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. mark for My Articles similar articles
Financial Advisor
June 2004
Kevin M. Wilson
Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest? mark for My Articles similar articles
The Motley Fool
April 29, 2005
Bill Barker
Using a Chimp to Improve Your Returns Jeremy Siegel's constant posits that annual real returns for the stock market over the long term will always be 6.5% to 7% per year. But there's a way for you to improve on that. mark for My Articles similar articles
Financial Planning
December 1, 2005
Donald Jay Korn
Seven-Year Hitch? Small-cap stocks have been big winners ever since the last century, but keeping the good times rolling could be a major challenge for financial planners. mark for My Articles similar articles
Financial Advisor
March 2010
Alan Lavine
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises. mark for My Articles similar articles
On Wall Street
September 1, 2010
Tim Knepp
Lost (and Found) In Translation The returns received from more traditional foreign stock investments, not to mention the stocks of U.S. multi-nationals, will no doubt remain heavily influenced by the dynamic of foreign exchange. mark for My Articles similar articles
Financial Planning
January 5, 2008
Craig L. Israelsen
Stay Low Maintaining a low correlation among a portfolio's assets in the distribution phase can help avoid potentially devastating losses. mark for My Articles similar articles
On Wall Street
October 1, 2008
Tim Knepp
Question Assumptions It's time to ask ourselves whether the blunt tools of broad asset class definitions and traditional asset allocations provide an adequate defense against the complex risk and interaction of today's markets. mark for My Articles similar articles
Financial Advisor
December 2009
Alan Lavine
Betting On Currency Some advisors think investors may benefit by adding currency positions; others aren't sure. mark for My Articles similar articles
Financial Planning
February 1, 2010
Craig L. Israelsen
It's in the Past Can correlations between mutual funds' past performance and risks tell us anything about their future? mark for My Articles similar articles
Financial Advisor
January 2005
Alyn Ackermann
International Rules Financial professionals look to international equities for earnings growth. The correlation between U.S. markets and larger companies in developed markets, and large-cap corporations around the world, has steadily increased in recent years. mark for My Articles similar articles